Civic Intelligence

Carleton Ultimate Fund

990EZ • Fiscal year 2023 • EIN 45-4779761

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 03, 2024

913 4th St ENorthfield, MN 55057-2321

(508) 353-3407

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$54,733

Down $10,933 (-17%) from 2022

Net Assets

Down

$54,733

Down $10,933 (-17%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,950

Up $7,954 (+12%) from 2022

Expenses

Up

$82,883

Up $23,420 (+39%) from 2022

Net Income

Down

-$10,933

Down $15,466 (-341%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $21,546Liabilities 2012: $02012Assets 2019: $49,242Net Assets 2019: $49,2422019Assets 2020: $26,985Net Assets 2020: $26,9852020Assets 2021: $61,133Net Assets 2021: $61,1332021Assets 2022: $65,666Net Assets 2022: $65,6662022Assets 2023: $54,733Net Assets 2023: $54,7332023Assets 2024: $97,963Liabilities 2024: $0Net Assets 2024: $97,9632024Assets 2025: $132,501Net Assets 2025: $132,5012025

Highlighted filing

2023

Assets$54,733
Liabilities-
Net Assets$54,733

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $30,252Expenses 2012: $8,706Net Income 2012: $21,5462012Revenue 2019: $64,135Expenses 2019: $70,088Net Income 2019: -$5,9532019Revenue 2020: $59,021Expenses 2020: $81,278Net Income 2020: -$22,2572020Revenue 2021: $68,191Expenses 2021: $34,042Net Income 2021: $34,1492021Revenue 2022: $63,996Expenses 2022: $59,463Net Income 2022: $4,5332022Revenue 2023: $71,950Expenses 2023: $82,883Net Income 2023: -$10,9332023Revenue 2024: $97,516Expenses 2024: $54,286Net Income 2024: $43,2302024Revenue 2025: $109,803Expenses 2025: $86,775Net Income 2025: $23,0282025

Highlighted filing

2023

Revenue$71,950
Expenses$82,883
Net Income-$10,933
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 3, 2024
Return Version
2023v5.0
Gross Receipts
$71,950
Mission and Program Overview

Mission

To support the intercollegiate ultimate frisbee club teams at Carleton College

Program Services

DescriptionGrantsExpenses
Contribute to Carleton College endowment which invests the money for the long term benefit of the intercollegiate ultimate frisbee teams. The Men's and Women's teams each received $4,300 from the endowment for current fiscal year ending 6.30.2024.$30,000$0
Donated through Carleton College to support the budget of the Men's Division I club team.$25,000$0
Donated through Carleton College to support the budget of the Women's Division I club team.$25,000$0
Grants made to coaches of youth ultimate frisbee teams$350$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob LuriaPresident-$0--
Katie CiagloBoard Member-$0--
Scott HirschbergBoard Member-$0--
Simon JohansonBoard Member-$0--
Dillon LanierBoard Member-$0--
Chris BordenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carleton Ultimate Fund
EIN
45-4779761
In Care Of
% Chris Borden
Address
913 4TH ST E, NORTHFIELD, MN 55057-2321

Signing Officer

Name
Christopher Borden
Title
Treasurer
Signed
2024-06-03
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Support for Carleton College Men's Ultimate Frisbee team, Carleton College, "North College Street Northfield MN 55057", $25000.00, None| Support for Carleton College's Women's Ultimate Frisbee team, Carleton College, "North College Street Northfield MN 55057", $25000.00, None| Donation to Carleton College endowment for long-term support to the Division I Ultimate Frisbee teams, Carleton College, "North College Street Norhtfiled MN 55057", $30000.00, None|

Part I, line 16

| Other Expenses:, Amount:| PayPal service charges, $1930.00| Coaching Grants, $350.00| Other Expenses, $603.00|

Raw XML Appendix186 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Simon Johanson
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donated through Carleton College to support the budget of the Men's Division I club team.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Support for Carleton College Men's Ultimate Frisbee team, Carleton College, "North College Street Northfield MN 55057", $25000.00, None| Support for Carleton College's Women's Ultimate Frisbee team, Carleton College, "North College Street Northfield MN 55057", $25000.00, None| Donation to Carleton College endowment for long-term support to the Division I Ultimate Frisbee teams, Carleton College, "North College Street Norhtfiled MN 55057", $30000.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| PayPal service charges, $1930.00| Coaching Grants, $350.00| Other Expenses, $603.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Borden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLETON ULTIMATE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0454779761
ReturnHeader/Filer/ForeignPhoneNum05083533407
ReturnHeader/Filer/InCareOfNm0% Chris Borden
ReturnHeader/Filer/USAddress/AddressLine1Txt0913 4TH ST E
ReturnHeader/Filer/USAddress/CityNm0NORTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0550572321
ReturnHeader/ReturnTs02024-06-03T05:15:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christopher
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Borden
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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